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Your Answers
From Data To Insights

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Your Answers
From Data To Insights

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Your Answers
From Data To Insights


YOUR ANSWERS


INTRODUCTION

INVESTOR TOGETHER - NEXT STEP

Thank you for your valuable engagement and insightful responses to our question,
“In your view, what should we prioritize to set Investor up for future
success?”. The numerous, in-depth answers we received have given us valuable
data that will help us in collaboratively building a successful future for
Investor. This site offers the context for this initiative and presents an
analysis of the data gathered from your responses (below and under the top right
heading “Your answers”. You can also find out how the analysis was conducted,
under the top right heading “From data to Insights”.

In line with one of our Core Values - Challenge and Improve - we should
constantly discuss and calibrate our strategy, priorities, and ways of working.
To do this, we are exploring this together, starting with the question you all
got this May, where you shared your perspectives on how we best can develop
Investor.

WHY WE DID THIS

We have teamed up with Canucci to use AI-driven Collective Discovery, which
allows us to capture all your unfiltered and unique insights. Your insights and
perspectives are key as we shape our strategic direction.

At the beginning of May, you were all asked to answer this open question: “In
your view, what should we prioritize to set Investor up for future success?”

Your answers have been analyzed, and the results from that analysis are
presented on this site. Based on this analysis we will discuss the results
further at our Investor Meet conference i September.

YOU ANSWERED A QUESTION

89 no of responses (89%) - GOOD 

On average 212 words per answer - MEDIUM

* Your estimated engagement score compared to other companies in the Collective
Discovery universe

STATS

In a Collective Discovery, all answers are anonymous. Instead of viewing the
data based on previous preconceptions, ideas, or structures, the answers are
analyzed using different machine learning and artificial intelligence models.
The advantage of AI is not only that of being unbiased, but also of its ability
to view data from thousands of dimensions and helps us to connect the dots. The
aim of the analysis is, therefore, to, from all perspectives in your answers,
find unbiased clusters or patterns of similarities that can be understood and
discussed by the human mind. Different AI models have pros and cons and can
reveal different types of data or patterns. Therefore, a combination of models
is applied.


If you want to learn more about the models, a summary of the analysis methods is
presented here (or click on “From Data To Insights” in the navigation above).

HOW WE DID THIS


FOUR MAIN AREAS FROM OUR COLLECTIVE DISCOVERY

ANALYSIS RESULTS

With the use of different AI models, four distinct clusters or areas were found
in your answers. The areas are not mutually exclusive but rather interconnected.
Hence threads in one area can be recognised also in other areas. 

The four areas are presented below. Each area is illustrated with a summary,
showing the average voice of that area, and quotes, which give more flavor of
distinct and different voices. Both the summary and the quotes are generated
with generative AI.



CULTURE



OPERATIONAL EFFICIENCY BY COMMITTING TO DIGITAL



CLARIFYING STRATEGY AND OWNERSHIP ROLE



COHESION

*The percentages in the bubbles indicate the number of unique answers that
mention the corresponding area. (Note that the percentages are not mutually
exclusive as one unique answer can mention many of the areas).

The bubbles are clickable and will take you to the corresponding part of the
page.


A SUMMARY OF THE FINDINGS

Cohesion






Culture



Operational efficiency by committing to digital



Clarifying strategy and ownership role


COHESION

You highlight the need for ‘One’ Investor, where we collaborate and cross-learn
to reach our full potential (as a company and as individuals).


ANALYSIS & DATA

Cohesion was first identified as an area of significance in the LDA analysis
(like a “red thread“ linking the themes uncovered in the LDA). When applying the
AI technology Zero-Shot Learning to the data set, Cohesion stood out. The
significance of Coherence is also supported by statistics, as two-thirds of the
respondents (i.e. answers submitted) addressed this in one way or another.

REASONING BEHIND ADDRESSING THIS THEME

 * CLICK TO EXPAND
   
   
   To perform a zero-shot analysis, one needs to apply a definition of the
   concept you aim to search for. Cohesion refers to “the act or state of
   forming a unified whole”.  Three dimensions of Cohesion were applied to the
   Investor data set. 
   
   Cultural cohesion: Cultural cohesion refers to “the degree to which
   individuals or groups within a society share common values, beliefs,
   behaviors, and traditions.” It's the glue that holds people together and
   creates a sense of unity and belonging. A cohesive culture exhibits strong
   social bonds, shared identity, and a common understanding of norms and
   expectations.
   
   Business strategy cohesion: In a business context, cohesion refers to “the
   alignment and integration of different strategies, plans, and activities
   across various business areas or functions.” It ensures that all parts of the
   organization work towards a common goal and that strategies in different
   departments are complementary and reinforcing rather than conflicting or
   contradictory.
   
   Data/technical cohesion: A cohesive system or data layer refers to a system
   with strong internal connections, with components working together towards a
   common purpose, making it easier to understand, maintain, and modify.
   
   

DEFINITION OF COHESION USED IN THE DATA ANALYSIS




WHAT DID YOU SAY ABOUT COHESION? 

We must ensure that all employees align with a unified strategy and shared
goals, emphasizing "ONE Investor." Reducing silos and enhancing mutual financial
incentives will drive better decisions and foster a sense of togetherness and a
shared purpose across the organization.

We should prioritize cross-functional meetings and team-building activities to
foster collaboration and psychological safety. Encouraging informal interactions
and using English on internal platforms will promote inclusivity. Hiring diverse
talent and focusing on sustainable work-life balance for everyone, regardless of
department, will strengthen our culture. Implementing contemporary IT tools and
facilitating learning between Patricia and Listed business areas is also
essential.

AI SUMMARY

Quotes on Cultural cohesion: 

“We should increase social interactions among colleagues and between divisions,
ranging from casual after-work gatherings to organized sports or group
challenges."

"We should move away from working in silos, encourage familiarity among all
staff members by greeting and knowing everyone by name. Also, we must address
the issue of uneven workload distribution to ensure long-term health and
well-being."

"More effort should be devoted to enriching and evolving our shared values and
cultural identity for example by ensuring regular interactions and collaboration
across departments and fostering joint initiatives."

"There is a noticeable 'us versus them' sentiment between FAM/the
foundations/Navigare compared to Investor.”


Quotes on Business strategy cohesion: 

"We should promote ONE Investor and ensure that Patricia and Listed are
perceived as areas of equal importance.”

"The integration of Patricia should continue, so we are not operating as
separate entities. This not only benefits cost synergies but also helps
with talent development."

"Regarding the concept of 'One Investor'' we should reconsider the need for
separate business areas. It would simplify the understanding of the company if
all business areas were a single comprehensive and financial unit."

"We should maintain the positive outcomes of establishing Patricia while
eliminating the perception of separate organizational cultures and entities."



Quotes on Data/technical cohesion: 

"My impression is that we are lagging in implementing cutting-edge IT tools and
infrastructure."

"It's necessary to enhance our collective competence regarding IT systems and
the workflows they support. This will provide insights into how we can optimize
information flows, processes, and the systems that support them."

“We have a lot of data but much of it is personal and inaccessible. Hence,  the
organization is still far from being data-driven despite recent improvements in
digital transformation.”

AI-AUGMENTED QUOTES

MAIN TOPICS WITHIN COHESION

--------------------------------------------------------------------------------

Collaboration

Diversity

Work-culture

Organisational Structure

Process Efficiency

Skill Development

Communication



Cohesion






Culture

Clarifying strategy and ownership role




Operational efficiency by committing to digital


CULTURE

You highlight the opportunity to create a more productive culture by encouraging
open communication and feedback and promoting diversity. You emphasize the
importance of psychological safety, innovation, and equal opportunities for
everyone.


ANALYSIS & DATA

When performing LDA analysis to discover themes or clusters of things you talk
about, three distinct themes were revealed. Culture was one of three and the
biggest one. The significance of Culture is also supported by statistics, as
around 50% of the respondents (i.e. answers submitted) addressed this in one way
or another.

REASONING BEHIND ADDRESSING THIS THEME




WHAT DID YOU SAY ABOUT CULTURE?

We must encourage more direct communication, improve our feedback culture, and
promote open dialogue without fear of retaliation. Investing in training and
team-building activities will inspire learning and create psychological safety.
Promoting diversity by recruiting from various backgrounds and universities and
implementing reverse mentorship programs will enhance our inclusivity.

We must break down silos, balance our workload, and prioritize work-life
balance. Flexible work arrangements should be available to everyone, and we need
to strengthen hybrid collaboration. 

Encourage risk-taking, adaptability, and innovative ideas, particularly in AI,
to drive us forward. We should also set ambitious climate targets, preferably
linked to compensation, to align our efforts with global trends.

Finally, we must maintain trust, invest in leadership, and ensure equal
development opportunities for all employees, regardless of role.

AI SUMMARY

”Improve the feedback structure to prevent stagnation and help employees reach
their full potential.”

"There is a concern that some individuals feel hesitant to voice their
opinions."

"Offer flexible work arrangements for everyone and promote hybrid
collaboration.”

"Value different personalities and recruit people with backgrounds that differ
from the norm, e.g. tech experts and operationally experienced people;
otherwise, there is a risk that we will appear old-fashioned.”

”Promote a culture for learning: Invest in internal training with top-notch
universities and lecturers, and strengthen cross-collaboration to share
learnings from different verticals.”

”We must address the prevailing risk of internal aversion that stops us from
reaching our full potential.”

AI-AUGMENTED QUOTES

MAIN TOPICS WITHIN CULTURE

--------------------------------------------------------------------------------

Collaboration

Work-culture

Process Efficiency

Exploring Growth Strategies

Skill Development

Adaptive Mindset

Communication



Cohesion






Culture



Operational efficiency by committing to digital



Clarifying strategy and ownership role


CLARIFYING STRATEGY AND OWNERSHIP ROLE

This area focuses on how you believe we could improve by better articulating a
unified strategy and ways of working as engaged owners. It includes refining the
ownership model, clarifying governance, and increasing board performance.

When performing LDA analysis to discover themes or clusters of things you talk
about, three distinct themes were revealed. Strategic positioning was one of
three. When applying the AI technology Zero-Shot Learning to the data set,
Ownership role was revealed as another interesting and closely related area. As
the two areas, strategic positioning and ownership role, were considered
interlinked, they were bundled and presented as one common area of significance,
uncovered with two different methods. Around 40% of the respondents address this
area that is labeled “ Clarifying Strategy & Ownership role”.


ANALYSIS & DATA

REASONING BEHIND ADDRESSING THIS THEME

 * CLICK TO EXPAND
   
   
   In order to perform a zero-shot analysis, one needs to apply a definition of
   the concept you aim to search for. 
   
   The definition for Ownership role used in the analysis:  An owner is
   responsible for providing a clear strategic vision and direction for their
   portfolio companies. This includes setting long-term goals, identifying
   growth opportunities, and guiding companies through market changes and
   industry disruptions.
   
   

DEFINITION USED IN THE DATA ANALYSIS



We should adopt a unified strategy to propel our organization forward. Focus our
efforts on our most profitable sectors and divest from those underperforming.
It's also critical to diversify our portfolio into new, sustainable sectors.  We
should also take a more active role in society, by networking and publicly
voicing our values, as well as educating the public on our connection to the
Wallenberg foundations.  We should also invest time and resources to support our
communities directly, through social initiatives.

Moreover, we must refine our governance structures by establishing a single,
unified investment organization across all sectors. This should include
integrating sector-focused specialists into our investment teams and investing
in the retention of key personnel. Adopting technological solutions, like a
centralized portal for all systems, will boost efficiency and foster better
collaboration across various departments, including support functions. 

To increase accountability and shareholder value, clearer follow-ups on board
performance and possibly reducing the size of our boards are key. To enhance
board performance we should also reduce administrative burdens and revise
incentive models.


WHAT DID YOU SAY ABOUT CLARIFYING STRATEGY AND OWNERSHIP ROLE? 

AI SUMMARY

"Clear leadership and a straightforward strategy that all employees can easily
understand and support is essential."

"We should adopt a more proactive stance in societal issues. A significant
aspect of our mission and business strategy involves contributing to society
through our dividends."

"For long-term success, it's critical to increase the share of cash flow we
fully control, as this will provide more flexibility and better opportunities
for future-proofing both the portfolio mix and individual portfolio companies.”

”We put a lot of pressure on our portfolio companies, in terms of reporting,
compliance, etc, which drives costs. What type of information do we truly need,
and how can all our departments best support our companies to make us less
demanding and more valuable as an owner?”

 "We could  expand the boards in Patricia to bring in more diverse viewpoints
and enhanced accountability. Conversely, the frequency of board meetings at some
companies could be reduced, as their potential to distract management is a
concern."

 "Combining influencing through the Board, with more direct operational
involvement is crucial. Continuing rotations to our companies to observe
on-the-ground operations!"

AI-AUGMENTED QUOTES

MAIN TOPICS WITHIN CLARIFYING STRATEGY AND OWNERSHIP ROLE

--------------------------------------------------------------------------------

Internalized Strategy

Exploring Growth Strategies

Organizational Structure

Process Efficiency



Cohesion






Culture



Operational efficiency by committing to digital



Clarifying strategy and ownership role


OPERATIONAL EFFICIENCY BY COMMITTING TO DIGITAL

This theme highlights the need (and opportunity) to invest in data and tools to
leverage data, enhance efficiency, focus on value-creating tasks, and enable
data-driven decisions.


ANALYSIS & DATA

When performing LDA analysis to discover themes or clusters of things you talk
about, three distinct themes were revealed. Operational efficiency by committing
to digital was one of three. It was the smallest of the themes in terms of
respondents, about 20% of the answers submitted addressed this area. However, in
terms of number of words (length of answers) this area was significantly larger.
This indicates that the ones recognizing this area are very committed and
engaged in the matter. Hence its importance in this area should not be ignored.

REASONING BEHIND ADDRESSING THIS THEME



We must modernize our IT tools and invest in AI to stay competitive. Tools like
OneNote and Teams can streamline and optimize our internal processes, while AI
can help us anticipate trends and identify new opportunities. It also simplifies
data handling and enables efficient data-driven decision-making and more dynamic
reporting.

We need to reduce time spent on formalities and non-value-creating governance
activities, such as Board presentations, and focus on creating real value by
improving task division and reducing meeting times.

Cross-departmental collaboration and comprehensive training will develop both
soft and hard skills. By fostering a supportive environment and addressing
resource constraints, we can make our workplace more innovative and attractive
to top talent.


WHAT DID YOU SAY ABOUT OPERATIONAL EFFICIENCY BY COMMITTING TO DIGITAL?

AI SUMMARY

”Include AI for personal productivity in our toolkit, along with specific AI/IT
tools.”

”IT should move beyond basic help desk tasks and instead support the business
with advanced tools for data capture/analysis and AI.”

”We are lagging behind our competitors in IT, and it’s not good for our employee
value proposition. We must leverage AI and use innovative technology in our
daily work to attract talent. Make this a priority and let go of historic risk
aversion and the focus on lack of resources.”

”Focus less on formal board presentations and more on creating real value for
our companies.”

”Shorter meetings! Reduce recurring meetings and meetings with no agenda.”

”We are spread thin, which hinders us from focusing and engaging in
transformation. Free up more time from ’the daily grind’ to R&D and upskilling.”

AI-AUGMENTED QUOTES

MAIN TOPICS WITHIN OPERATIONAL EFFICIENCY BY COMMITTING TO DIGITAL

--------------------------------------------------------------------------------

Process Efficiency

Skill Development

Work-culture

Employer Attractiveness

Collaboration

Diversity

AI